how to do a presentation on customer service

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How to create an effective customer service presentation (+design tips)

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How to create an effective customer service presentation (+design tips)

Customer service is one of the most crucial elements of any business. You can have the best product or offer the lowest price, but if your customer service is subpar, it will be challenging to develop and thrive in a competitive landscape. On the other hand, excellent customer service can enhance your brand’s reputation, keep current clients happy, and help attract new ones through referrals.

This is where customer service training becomes a key strategy. And what better way to walk your team members through their responsibilities than with a customer service PowerPoint presentation? Let’s now break down the importance of this type of presentation and how it can help set your business up for success.

What’s a customer service training presentation?

Customer service PPT is a means of educating employees on the principles and best practices of effective customer service. It usually includes slides and visuals that explain how to handle difficult situations or client questions through calls, emails, or face-to-face interactions and explain the importance of good customer service.

Benefits of a customer experience presentation

A thorough understanding of client service expectations and guidelines can set your business up for success in various ways, including:

  • More qualified customer support agents

The main purpose of customer service presentations is to train staff members who will be providing service to clients. When properly trained, your employees can complete their responsibilities to company standards and deliver exceptional service to your clients.

  • Effective service for your clients

If a customer has a problem and needs someone to listen and help resolve it, but your support team lacks customer service training, it can lead to various issues, including losing them as a customer. On the contrary, when clients receive quality service from your employees across all channels, they feel valued and are more likely to come back or recommend your product or service to someone else.

  • Improved brand reputation

Reviews from customers, whether on Facebook, TikTok, Twitter, Google, or sites like Sitejabber and Trustpilot, can have both a positive and a negative impact on your business. That’s why putting your customers first and providing excellent service to them can help build a strong reputation and establish your company as an industry leader.

What to put in your presentation on customer service

According to top experts at our PowerPoint design company , your slides have to touch upon the following topics:

  • Conflict resolution best practices
  • Product/service knowledge
  • Communication styles
  • Most common customer issues
  • Reasons for customer complaints
  • Understanding who has authority for specific tasks
  • Approaches to building relationships with clients
  • Ways to measure success

Here are some key components of a well-crafted PPT presentation on customer service:

  • Introduction: An explanation of why customer service is important and how it affects the business.
  • Company values & mission: How customer service connects with what the company believes in and aims to achieve.
  • Customer service standards: Guidelines on how employees should act when interacting with customers.
  • Communication skills: Tips and techniques for effective verbal and non-verbal communication.
  • Customer experience: Ways to improve customer service quality and go beyond what they expect.
  • Problem-solving: Top methods for resolving clients’ issues and dealing with common complaints.
  • Role-playing scenarios: Examples and role-playing activities to help employees practice and get better at customer service.
  • Performance metrics: Ways to measure customer service performance and why reacting to feedback is essential.
  • Q&A session: An opportunity for employees to ask questions and discuss their concerns or uncertainties.

Now that you know the fundamentals, let’s move on to the top tips for creating an effective PowerPoint customer service presentation.

Expert tips to make your client service presentation more engaging

Creating an engaging presentation on customer services is not easy. If you want your employees to be interested and willing to do what you ask them to, you have to prepare your presentation very carefully and learn how to deliver it in the best way possible. The tips below will help you create slides that catch and hold your employees’ interest so they can engage with the material more effectively and retain the key information faster.

1. Start with a strong opening

This can be anything from a relevant story, statistic, question, or captivating anecdote. Remember, your goal is to hook the audience right from the start.

2. Keep your presentation simple and clear

Organize your thoughts logically, with an introduction, key points, and a solid conclusion. Avoid cluttered slides and complex jargon. Each slide should convey one main idea.

3. Select a consistent color palette and design structure

These should complement your message and branding, not compete with it. Ensure readability by harmonizing colors and employing suitable design elements to emphasize important content.

4. Keep your content concise

You can utilize bullet points, bold text, short phrases, or keywords to convey your message. However, avoid long paragraphs or any unnecessary data on slides.

5. Use visuals

Where appropriate, incorporate engaging images and informative charts to visually represent data and concepts. Remember, visual aids can make complex information more digestible and your presentation more interesting.

6. Include real-life examples

These can be case studies, customer stories, or any other examples your employees can relate to. This way, you’ll make your presentation easier to understand.

7. Engage your audience

Incorporate interactive elements like polls into your presentation. This way, you’ll encourage participation and keep your employees engaged.

8. End with a strong conclusion

Summarize the main points and give the audience a clear call to action. You can also add a memorable closing statement or a quote to reinforce your message.

9. Prepare handouts or resources

Provide handouts, cheat sheets, or additional resources for your employees to take away. This will offer reference material and help them further retain the information presented.

10. Polish your presentation

As the presentation day approaches, give your slides a final look. Review your talking points and make any final tweaks.

  • Choose a sans-serif font, such as Helvetica or Arial. Fonts like Palatino and Times New Roman can be harder to read at times.
  • Never use a font size of less than 24 points.
  • All your headlines should have the same font.
  • Use bold and different sizes of fonts for subheadings and captions.
  • Every screen should have a clear label. For the title, choose a larger font (35–45 points) or a different color.
  • Don’t use more than four fonts in your presentation.
  • Choose larger fonts to indicate importance.
  • Use different sizes, colors, and styles (e.g., bold) for impact.
  • Don’t use too many punctuation marks.
  • Avoid italicized fonts and long sentences.
  • Refrain from using all caps (except for titles).
  • Add a maximum of 6-8 words per line.
  • Use the 6 x 6 Rule: one thought or 6 words per line and 6 lines per slide max.
  • Either use light text on a dark background or dark text on a light background. However, light backgrounds are preferable.
  • Put page numbers and other repeating elements in the same location on each slide.
  • Don’t put too many colors on one screen.
  • Use no more than four different colors on a single chart.
  • Check colors on a projection screen before the presentation, as they can project differently than on your monitor.

Design and graphical elements

  • Before designing your presentation, look for customer service presentation ideas online.
  • Standardize styles, positions, and colors.
  • Keep the details to a minimum and only include essential information.
  • Use colors that complement and contrast.
  • Keep the presentation background consistent.
  • Use a single style for bullets throughout the slide.
  • Use one or two large images instead of lots of small ones.
  • Make all images the same size when appropriate.
  • Arrange images horizontally or vertically.
  • Use the same border for all slides.
  • Keep the design uncluttered. Leave empty space around graphical images and text.
  • Use quality clipart that relates to the slide’s topic.
  • Use graphical images of the same style throughout the presentation.
  • Use image repetition to reinforce the message.

Remember, a great customer service presentation comprises relevant information, product knowledge, and company-specific employee guidelines, so plan carefully.

If you require professional assistance with your customer service slides, the certified design experts at SlidePeak are here to help. Our dedicated team can tailor a fully editable customer service PowerPoint template for your company and employees so you can easily customize and update it as needed. Google Slides design experts are also available!

All initial consultations are free of charge and confidential, with no obligation to continue. Call now or fill out our online form, and we’ll get back to you in under 15 minutes!

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Presentation Geeks

How A Customer Service Presentation Will Set Your Business Up For Success

Table of contents.

Customer service is one of the most important aspects of your business. You could have the greatest product or be the best price, but if your customer service isn’t up to par, growing your business will be a tough job.

Especially for client/customer-facing roles, strong customer service can not only improve your brand image, but also help retain current clients and gain referrals.

What were saying here is that it’s critical to properly train your employees to deliver consistent and stellar customer service . You might consider creating a training presentation that walks your employees through their customer service responsibilities. Let’s break down the importance of these presentations and how you can set your business up for success.

What Is A Customer Service Presentation?

One aspect of employee training involves walking through what good customer service looks like. Customer service itself is when employees assist and give sound advice to those who buy or use the products or services being offered.

Training your employees on this topic can often be done through a presentation that provides a thorough understanding of good service, how to handle problems and questions, and why customer service is so important.

The slides in the presentation should included relevant and quality information for your employees about customer service and how to deal with difficult inquiries or situations. This will enable them to provide good service when faced with those calls, emails, or interactions with customers.

Here’s an example we created for Sherwin Williams.

Sherwin Williams Customer Education Presentation

how to do a presentation on customer service

What Benefits Will A Presentation on Customer Service Provide My Business?

A thorough understanding of customer service expectations and guidelines in a presentation can set your company up for success in a few key ways, including:

Well Trained Customer Service Representatives

Effective customer service for your customers, helps to build a good reputation.

how to do a presentation on customer service

Customer service presentations are primarily created to inform and educate employees who will be providing service to customers or clients.

When your employees are properly trained in all things customer service, they will be able to deliver exceptional service to your customers. Not only will properly trained employees complete their duties to company standard, it’s peace of mind knowing you have your aces in the right places .

In your customer service training presentation, you should have slides that include overviews and discussions on the following objectives:

Product and Service Knowledge

Communication Styles

Conflict Management/Resolution

Common Consumer Problems

Reasons for Consumer Complaints

Ideas for Cultivating Strong Relationships

Measure of Success

Authority or Hierarchy Understanding

Depending on the tools provided to your employees by your company, you might also include a segment on IT and other customer service tools that the employees will need to work with.

With properly trained employees comes great interactions with your customers.

If a consumer has a problem and they need some to listen to and understand their complaints but your employees aren’t trained in customer service, it can lead to all sorts of problems. Whether it’s on the phone, email, or in person, your customers will expect quality services from your employees.

A customer’s experience can often dictate whether they will return as a customer or point their direction somewhere else. On a financial level, it is more cost effective to keep a current customer than bring in a new one.

Retaining customers and maintaining relationships with them can be done when your customers have a great experience and feel important.

As social media platforms continue to grow in popularity, they have also become platforms for people who want to share their good or bad experiences with a company. Whether it’s through Google reviews , Tweets, TikTok videos, or Facebook posts, words and experiences from customers who visit your store or website can have a huge impact on your business.

how to do a presentation on customer service

Maintaining a good reputation with great service to your customers will go a long way. A good reputation can be built and maintained when you:

Serve customers by putting them first

Avoid increasing conflict

Learn from mistakes

Should My Presentation Be Editable?

As your create your presentation, you should consider the adaptability of the content. An editable presentation deck can benefit your business by adapting to changes in customer service best practices .

Especially if you use apt research when you organize your content, be sure to edit the ppt deck as research evolves and changes.

You Should Always Consider A Custom Presentation

Whether you need sixteen slides or sixty, you should consider having a custom presentation deck created .

With custom slides, you can tailor the content, theme, graphs, and topic to your business. The point is to train your employees on how to deliver service for your specific company and you may have different guidelines than other companies.

What Other Digital Tools Should I Use To Equip My Team?

When it comes to equipping your team and setting them up for success, there are a few other tools you might consider providing your employees. These include:

a personal work computer

ability to download slides from presentation

planners or planning software

e-learning courses on customer service

As a manager or employer, you should consider the ways in which you can work with the people on your team and set them up for success in the customer service department.

Our Final Thoughts On Having A Presentation on Customer Service

how to do a presentation on customer service

A great customer service ppt deck comprises of relevant information, employee guidelines, product knowledge, and department specific slides. Creating slides that reach your employees and that enable them to succeed in their positions is vital for success.

Are You In Need Of A Custom(er) Service Presentation? The Geeks Are Here!

Need someone to create great customer service training slides for your business and employees? The geeks at Presentation Geeks are here to help. We can build your PowerPoint presentation that can help you succeed in your customer service department!

Contact us today to see how we can help!

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Author:  Content Team

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how to do a presentation on customer service

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40+ Amazing Customer Service Training Ideas, Exercises & Topics

Sophia Bernazzani Barron

Updated: May 06, 2024

Published: August 26, 2021

When it comes to my relationship with a brand, the most important thing is customer service. Getting customer service right is crucial to the success of your business. Quality customer service will allow you to retain customers, grow your business, and transform customers into loyal advocates for your brand.

Customer service manager training their team

It all starts with training, education, and culture. Companies with a customer-centric culture are 60% more profitable than those without. So, if you ask me, prioritizing customer service is a must. I tend to stick with companies who offer top-tier customer service, even over competitors who can offer a cheaper alternative, and I don’t think I’m in the minority on that.

In this article, I’ve compiled 40+ customer service ideas to help optimize your training and provide inspiration for reps looking to up their customer service game. Read on to start moving the customer service needle!

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Customer service training topics.

  • Reflective Listening
  • Product Demonstration
  • Call Review
  • Customer Service Training Presentations
  • Sensitivity Training
  • Customer Experience Simulation
  • Social Media Training
  • Product Breakdowns
  • Corporate Culture Training
  • Crisis Communication

customer service training topics

Free Customer Support Training Template

Train and onboard your new customer support hires with this downloadable template.

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3. Call Review

Feedback is the breakfast of champions — and of support, reps, too.

Call reviews are a common practice among successful customer support teams. (We do it here at HubSpot.) Periodically, teams should gather to listen to a recorded call with a customer and talk about what went well and what can be improved. Actual calls can give you insight into real expectations, and input from team members can provide a unique perspective to help reps constantly improve.

I was no stranger to call reviews when I worked at HubSpot Support, and I’ve been on both sides of the review as a new hire and a team lead. Let me tell you from experience that your growth areas will become exceedingly clear when you know someone is listening!

Featured Resource: Customer Support Training Template

Download this template, 4. customer service training presentations.

One of the most traditional ways to train customer service teams is through a presentation. With this method, management or team leads gather employees for a meeting and then discuss a service topic in-depth. This lets the speaker touch on specific training material while giving the rest of the team a chance to provide feedback or ask questions.

There are a few types of presentations you can use to conduct training. Let's review some below.

Visuals like PowerPoints and graphics are a great way to hook in a larger audience. These images clarify and support your speaking points, making your presentation easy to follow and more impactful on the listener. Like many others, I’m a visual learner, so I find strong visuals very beneficial in a training scenario.

PowerPoints are a proven format for customer service training; however, if you take this route, be sure to avoid some of the common pitfalls outlined in this video.

Storytelling

If you're looking for a motivational format, try storytelling. With this presentation, the speaker retells relevant experiences to their audience. They recap what happened, why, and how they overcame it. This gives the audience an actionable plan and demonstrates how someone on their team surmounted customer service roadblocks.

Instruction

Instruction should be used when presenting a new or complex topic to your audience. For example, if you're launching a new product, you may hold an instructional presentation explaining what it is, how it works, and why it was created.

In these scenarios, speakers often use metaphors and paradoxes to compare confusing points with other topics the audience is more familiar with. This makes a complex topic much easier to understand because the speaker has connected it to a relatable concept.

Question and answer, or Q&A, is a presentation style that‘s more intimate than the ones listed above. In this approach, the speaker briefly discusses a topic and then opens the floor for the audience to ask questions. This is great for smaller audiences because everyone can participate in the group discussion. Q&A’s are an excellent format for keeping employees engaged, but they require your speaker to have extensive knowledge of the presentation topic.

If these options aren't best for you, check out more presentation styles here .

5. Sensitivity Training

The beauty of hiring a diverse workforce is that your employees encounter unique perspectives they may not have experienced. While that diversity is great for fostering new ideas, it can also lead to friction between teammates.

You must ensure all employees work towards the same goal as an owner or manager. Sensitivity training is an exercise that helps employees understand their professional goals and personal biases. By diving into these topics in-depth, employees can better understand one another and be more considerate of their differences.

No matter how well your team works together, conducting sensitivity training regularly is essential. This will remind employees how to treat one another and voice their opinions if they need to confront an issue. By reviewing these ideas consistently, new hires will feel more comfortable when joining your team, making them more productive early on.

6. Customer Experience Simulation

Customer experience simulation is the reverse of role playing. Instead of interacting with a mock customer, the service rep becomes the customer and goes through the experience of purchasing your product or service.

The benefit of this exercise is that reps can see the roadblocks they troubleshoot from the user‘s perspective. They can relate to customers’ frustration or disappointment when something goes wrong or expectations aren't met. That way, when working with real customers, they better understand what people are going through and how to resolve their issues.

This tip is golden, as someone who has been both a customer and a customer service rep. I believe that empathy is at the heart of excellent service, and what better way to develop that than to walk a mile in the customers’ shoes?

7. Social Media Training

Social media is a critical component of a robust omnichannel support solution. In fact, customers expect excellent customer service from brands on social media channels. About 49% of consumers say they'll unfollow a business on social media due to poor customer service, and I’ve done it myself. Needless to say, you’ve got to allocate some team resources to social media support.

However, social media is still relatively new to customer service, and not all of your reps may be as experienced with using these platforms for professional needs as opposed to personal updates. A training course that teaches them social media use might be helpful ( Here's one from HubSpot Academy ). That way, communication will be smoother on social channels and create more delightful customer experiences.

8. Product Breakdowns

If your company sells a physical product instead of software or services, it can be helpful for employees to see how the product works, inside and out. Take your product apart in front of your employees and show them how it‘s put together step-by-step. Educate them about where your product’s resources come from and how the manufacturing process is carried out daily. This can benefit employees who work less closely with your products.

If your product is software, it can be tricky to deconstruct. So, instead, talk to your employees about where your servers are located and how your software is powered. Discuss contingency plans for potential shutdowns and what employees can share with customers if they ask about sensitive information. When I worked at HubSpot Support, we often received support calls from IT professionals. Being able to speak their language and relay relevant technical details confidently delighted these customers and made them feel well taken care of.

9. Corporate Culture Training

Corporate culture is paramount for your service team. That’s because your customer service time is the main customer-facing arm of your business. If they don‘t believe in your company’s culture, your customers won’t either. As a customer, I can always tell if a customer service rep is genuinely invested in my success or if they just want to close my case, and that difference comes down to culture.

Corporate culture training doesn‘t have to be extensive, but it should be consistent. Employees should be reminded daily about your company’s core values and how they contribute to that culture.

One way to do this is with a culture code . This resource lists the company‘s values and what it expects from its employees. This will help you hold employees accountable and show customers you’re committed to creating a positive experience.

10. Crisis Communication

In my experience, how a company handles a crisis can make or break my relationship with them as a customer. Excellent crisis handling is honest, transparent, and makes you feel like everything is handled appropriately.

Successful companies don't wait for a problem; they anticipate it and prepare their teams accordingly. They create crisis communication plans and educate every rep on how to respond to common questions that customers will have for the business. This preparation can be the difference between your team saving loyal customers or losing them to churn.

Customer service teams are often very busy, and you may not have time to host a formal training. However, this doesn't exclude your team from performing activities that can help them sharpen their skills.

If this is the case for your business, try the exercises below to improve your customer service skills.

Customer Service Training Exercises

  • No No's Allowed
  • Role Playing
  • Lunch and Learn
  • Personality Tests
  • Call Your Competitor
  • Employee Testimonials
  • Attitude Anchors
  • Customer Letters

customer service exercises

This exercise will challenge support reps to reframe the conversation with a customer when, in fact, the answer truly is ‘no.’ But when customers are upset or frustrated, answering their requests with a flat-out ‘no’ might aggravate them and won't move the conversation forward.

Team members should be put into pairs and take turns role playing the customer and the support reps. “Customers” should make big, bold requests that support reps can‘t say ’no' to — but instead, have to figure out a solution-oriented response.

For example, if the customer asked for a discount that the support rep wasn‘t authorized to offer, instead of saying ’no,‘ the rep could say, "If you’re looking to reduce the cost of your CRM subscription, I could help you consolidate your database to under 1,000 contacts. Would you like help setting that up?"

The support rep is essentially telling the customer that no, they can‘t offer them a discount. But, by providing alternative options, the customer might feel like the support rep is on their side and won’t get frustrated by what they perceive as stubbornness or inflexibility.

3. Role Playing

Improving your customer service skills is like improving your golf swing. You need to keep practicing it, over and over again, until it's perfect — or, in my case, until I can find the ball after I hit it.

Role playing is an effective exercise for sharpening customer service skills. One employee pretends to be a customer and then presents a service case for another to troubleshoot. Once the case is solved, reps switch places and repeat the scenario.

Role playing lets reps work on both communication skills and their troubleshooting process. Since it's not a real customer, reps have a safety net that allows them to practice new techniques they may have yet to try. If your team works with customers face-to-face, this exercise gives them a live environment to perfect their skills without risking customer churn .

4. Lunch and Learn

Support teams should regularly take turns giving presentations during group lunches. The topic doesn't matter — it can be work-related or a presentation about their recent vacation photos or an organization they volunteer with. Whatever the subject, lunch and learns will keep support reps in the habit of being able to present and explain new topics to others.

This is a critical skill for support reps, especially when onboarding new customers unfamiliar with using a product or service. The lunch and learns will also provide a safe space for reps to practice and learn about each other outside of work. When I worked at HubSpot support, I found lunch and learns and other informal training scenarios instrumental in my development and incorporation into the team.

5. Meditation

Sometimes, working on the front lines of customer support can be stressful.

No matter how hard you try, sometimes you might get the blame for a problem that‘s entirely out of your control. You might also receive the brunt of a customer’s frustration and be presented with feedback that isn't particularly diplomatic.

Whatever the case, meditation can be a helpful tool for regaining and establishing mental relaxation — even during a busy workday. If you can’t step away from your desk for an entire mediation session, I find it very helpful to just check in with myself and focus on my breath for a few moments. A long inhale followed by a short breath hold and an even longer exhale always relaxes me in just a few seconds.

Dedicating time to meditation, mindfulness, and relaxation — and encouraging employees to use it for that purpose — will help train them to de-stress and stay positive during those challenging moments with customers. Apps like Headspace or YouTube videos can help if you want to practice as a team.

6. Personality Tests

This isn‘t specific to customer support, but it’s a good idea for new reps to take a personality test to learn how they work and communicate best with others.

One framework you can use is the DiSC profile , which evaluates people‘s behavioral and personality differences. Here’s an example profile below.

customer service training example, disc

Don't forget to share this post!

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Service Hub provides everything you need to delight and retain customers while supporting the success of your whole front office

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Customer Service Training PowerPoint Template

Customer Service Training PowerPoint Template

Number of slides: 10

Customer service involves the interaction between a customer and a representative from the company. Whether it is before, during, or after the purchase, the goal is to meet the needs and desires of the customer. And this is not easy task. For that reason, customer service agents should be in constant training to develop their empathy, assertiveness and other important skills. This PowerPoint template will help you present your customer service training, address the skills of a good customer service rep, and detail the best approach to resolve conflicts.

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Customer Service PowerPoint Slides

Customer service overview slide.

Use this opening slide to list each module of your customer service training. Or establish the concepts your staff will learn. For example, you can name the skills your customer service reps will acquire during this training such as clear communication, conflict resolution, depersonalization, assertiveness, etc.

Conflict Resolution Roadmap

Customer service reps face conflicts every day. Sometimes it’s a product that doesn’t meet the expectations of a client, other times there are problems during the buying journey and customers need guidance. For that reason, conflict resolution techniques are a must in customer service training. The linear five step roadmap will help you in this part of the training.

Customer Service Skills

The best thing about this template is that it comes with creative slides, one different from the other, to make an engaging presentation. You’ll find icons, circle charts, boxes, bar charts, and more visual elements to address topics like empathy, listening skills, positive attitude, responsibility, and other useful skills for customer service reps.

The face of the business

In many cases, the first touchpoint between the company and its clients is the customer service area. For this reason, businesses need qualified professionals in these positions.

Customer personality types

The best customer service agents adjust to the personality of the client. So, make sure to teach how to identify personality traits in clients and how to work with them.

Customer service training template

This is a colorful, business-like template with the right balance of images and text to deliver an excellent presentation.

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Customer Service Strategy

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A customer service strategy is a plan that covers how the company will interact with its customers. A comprehensive strategy includes elements such as hiring the right customer service representatives, providing customer-facing employees with proper training, implementing loyalty plans and using conflict resolution tactics.

In order to be successful, a customer service strategy needs to be implemented in every area of the organization. It cannot just be a part of the customer-facing teams. Instead, customer service strategy needs to come from the top down and align with the overall vision, mission and values of an organization.

The customer service strategy definition also includes having concrete goals. When creating your customer service strategy, think about what you want to achieve. For example, do you want to create a customer service strategy that increases revenue by upselling products, or do you want to reduce expenses by making customer service processes more efficient? Once you have an understanding of the goals of your strategy, you can put tactical plans and programs into effect.

A successful customer service strategy focuses on the needs of the consumer. Instead of guessing what the customers want, organizations need to conduct need-focused assessments through market research, focus groups, satisfaction surveys and customer comment cards. This way, organizations can have a data-centric idea of what their customers need from them.

A customer service strategy should include metrics that help the company to define success. This way, the team can measure progress during the course of the year to see how well they are meeting the goals of their customer service strategy. Metrics can include ratings on online review platforms, comments on customer cards or results for specific surveys completed.

Increase your loyal customer base and stay ahead of the competition with an effective customer service strategy. Our ready-made customer service strategy presentation template helps create a customer-oriented service strategy presentation that focuses on customer service and how to develop one. The first slide with its infographic content highlights 6 follow-through customer service strategies to improve customer service and beat the competition. Step-wise development of an impactful customer service strategy is illustrated with the infographic in the second slide.

As illustrated with the infographics in the third and fourth slides, the customer service strategy template emphasizes 24/7 availability and accessibility of customer service support to customers. Ideal for strategic planners, sales managers, startups, business analysts, operation managers, etc.  The template is 100% editable and customizable as per your requirements. You can modify color, text, resize icons and shapes to suit your preference.

This template will be primarily useful for marketers and sales managers when building a sales strategy and promoting a product to new markets. Also, this template can be used by company leaders when preparing their company development strategy.

This template can also be used by startups when preparing a presentation for an investor meeting. University professors can use the slides in this template to prepare their courses on effective sales and product promotion.

The customer service strategy template consists of attractive and engaging infographics to capture your audience’s attention from beginning to the end, and express more in less time. This template has all the tools you need to build a professional and modern presentation. The Customer Service Strategy template will be a worthy addition to your collection of professional presentations.

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Home PowerPoint Templates PowerPoint Templates Customer Service PowerPoint Template

Customer Service PowerPoint Template

Our Customer Service PowerPoint Template is an editable slide deck for preparing customer support presentations. The customer service department in any organization, firm, or business is crucial to bridge the distance between the company and its consumers. By achieving a good communication channel with the customers, organizations can win more satisfied clients and, in turn, better reputation and sales. Some companies maintain support teams within their premises; however, sometimes, this department is outsourced to external consultation agencies. Such teams provide a call center, multi-channel customer service, and a well-trained team of individuals. We have designed this customer service PowerPoint template for professionals to discuss their customer service protocols and related concepts. 

The Customer Service PowerPoint Template has multiple slides with creative visuals and human illustrations to discuss various ideas and topics. For instance, the first slide shows an abstract with a human call center agent, rating signs, walking customers, and a mobile phone illustration. This slide is to present the presentation topic using the provided text boxes. Similarly, the following slides have creative visuals of executives wearing headphones, using the laptop to solve queries, professionals assisting from mobile or monitor screens (online customer care services), and customers touching the rating stars for giving reviews. These PowerPoint shape diagrams can help present the topics like problem-solving, customer service excellence, training, or multi-channel customer service. Agencies providing call center services can explain how these facilities can help companies improve their customer satisfaction rate. Also, there are slides for customer trust and reputation to showcase trust-building and maintenance. Strategies. In addition to agencies, department heads can personalize the slides to brief higher executives about the maintenance and efficiency of the department. 

Our customer service PPT template is also ideal for educational and training purposes. Users can edit the arrow diagram, data-driven charts, and creative diagrams for presenting data and facts. The slides can be re-purposed according to the presentation requirements. This PowerPoint design can be edited with all PowerPoint versions, Google Slides, and Keynote.

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Home / Business / Top 10 Free Customer Service PowerPoint Templates for Business Professionals

Top 10 Free Customer Service PowerPoint Templates for Business Professionals

how to do a presentation on customer service

Do you have an upcoming business presentation? Is the deadline ticking down to the day of your speech? Or perhaps, you want to win your audience’s interest and gain some new clients?

Whatsoever could be the reason for your next presentation. Creating a presentation for best business results could be really nerve-wracking, especially when it can be a key differentiator between winning a client or losing out to a competitor.

“Building a good customer experience doesn’t happen by accident. It happens by Design.” – Clare Muscutt .

What makes your business unique? What factor add value to your business that influences your customers to opt for your brand instead of your competitors?

In today’s tremendously competitive world, exceptional customer service guarantees to win over your competitors. Organizations that fail to calibrate with market trends suffer losses and eventually vanish. To conquer the market, outshine competitors, and achieve milestones, you need to have a strong client base. Therefore, customer service plays an influential role in making the brand leader among the niche players.

Customer service is often underdetermined or under-valued even though it is the sole link between the clients and business. When you have top-class customer experience, it guarantees success and seals your corporate fate.

Best Customer Service PowerPoint Templates

If you are hunting for PowerPoint presentation templates that give your business presentation a great starting point? Here, you will find the best customer service PowerPoint templates, including both free and premium, which you can download to feature the importance of customer service to your team or stimulate the client’s attention. Now get ready to communicate your business ideas with professionalism and impact supported by the guidance of a business mentor

meet the team

A great team is the core of a successful project or a business. Oftentimes client wants to know skills and core-competencies of the team with this free meet-the-team presentation template you can introduce your team in a style.

dark agreement contract template

Before signing any deal your clients should be aware of your terms and conditions and business policies. Download this free contract signing template and highlight the important aspects of the business in an appealing way.

Jeopardy template

Business presentation often after sometimes turns to be boring.  Take a break and play some fun games with your audience. This free Jeopardy game template will be perfect as your audience can try their luck and win some exciting prize.

client testimonial template

Testimonials or reviews by customers can be great for better customer service, as they can get idea about your product and help them in purchase decisions. With this client testimonial template, you can give a review of your audience in an appealing style.

free corporate presentation template

Imagine a room full of corporate audience. It’s really hard to convince those skeptical audiences. Your presentation should be a great visual story. So here we have free corporate presentation templates that communicate your point with vivid impact.

Business Proposal Free PowerPoint Templates

ideas are important to succeed. Turn your abstract ideas into a presentation using these free business proposal PowerPoint templates. Previously creating a business presentation was a nerve-wracking task. Now curate a business presentation in just minutes with these free business proposal PowerPoint templates.

Free customer service training PowerPoint template

Customer service is a broad term; it involves interaction with clients, representing a company, and much more. Whether it’s before, during, or after-sales, customer service’s goal is to satiate the customers’ needs. And that’s extremely crucial. For that reason, a customer service executive needs to be constantly trained. These customer service training PowerPoint templates will help you train your executives and educate them about the best approaches to resolve conflicts.

customer service PowerPoint template

When you have a business presentation, that can make or break your career, and you don’t want to rely on default templates. Then you deserve a premium template. Here we have customer service PowerPoint templates packed with high-end features. Customer service is the most crucial aspect of a business. And these customer service PowerPoint templates depict the concept in such a beauty that it’s surely going to stun your audience, and you are surely going to be praised for your efforts.

customer service strategy PowerPoint template

Loyal customers are the biggest asset a company owns. Increase competitiveness, expand a loyal customer base with an effective customer service strategy. With these customer service strategy templates curate, a customer-oriented presentation focuses on developing an outstanding customer service program.

business presentation PowerPoint template

Here is another awesome, premium quality business presentation template that you can download at just a minimal cost of $4.99. This presentation template is best suited for business and corporate presentations.

customer support PowerPoint template

If you are a fan of simplistic designs. Then these free customer support PowerPoint templates will be right up your alley. The slide comes with a blue background and minimalist design. It’s a well-balanced business slide ideal for any business presentation.

voice of customer PowerPoint template

The customer drives the business industry. The customer’s voice is a mechanism that briefs customer journey, experience, and expectations about your product and services. In today’s intensely competitive market, the Voice of customers has gained power. This customer PowerPoint presentation voice comes with compelling shapes and icons representing terms related to customer service, support, and feedback.

PowerPoint Customer Service PowerPoint template

When you want to draft a sales presentation representing your audience about your existing products, services, teams, etc. This PowerPoint customer service template turns to be the best option. This pitch deck template comprises 24 templates, including agenda templates, data-driven graphs and charts, timeline designs, maps, and much more. Download these captivating presentation slides for just $21.

A presentation is all about interesting information and catchy visuals. Finding the exact templates for your presentation is the initial step towards creating a powerful slideshow. Visuals give your presentation the boost you need for a powerful presentation. But you need to do research and gain some knowledge about the best presentation templates. The more you master how to picture your ideas, the more successful your presentation will be.

Here we have added an upshot of all the best Free and premium customer service PowerPoint templates you need to download in 2021.

Which presentation template do you like the most? Did you find the best templates for your next assignment? Let us know which one you downloaded. If you have any other favourite PowerPoint template, let us know in the comments section.

About The Author

Priyanshu Bharat

Priyanshu Bharat

Priyanshu is a copywriter who loves to tune into what makes people tick. He believes in presenting his ideas with flair and wit, which has made him an expert at standing on stage and charming the pants off of any audience he's faced with. Priyanshu lives for learning as much as he can, so if you ever need help understanding something - just ask!

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Free Customer Service PowerPoint Template

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Communicate your service excellence with our free customer service PowerPoint template

The Customer Service PowerPoint Template is a customizable presentation slide aimed at facilitating the creation of engaging customer support presentations. Recognizing the pivotal role of the customer service department in strengthening communication between businesses and clients, this template serves as an ideal tool for customer service managers and staff. Efficient customer service not only ensures customer satisfaction but also enhances an organization's reputation and sales. Whether handled internally or outsourced to external agencies, customer support teams offer diverse services, including call centers and multi-channel assistance. This template is created for free download to discuss customer service procedures and related concepts. Keep this symbol template featuring customer service equations.

How to do a presentation for customer service?

To create an engaging customer service presentation, start with a compelling introduction highlighting the importance of excellent customer service. Outline key objectives and showcase success stories or testimonials to build credibility. Discuss the company's customer service philosophy, emphasizing responsiveness, empathy, and problem resolution. Utilize visuals like charts or infographics to illustrate performance metrics and improvements. Provide practical tips for handling customer inquiries and addressing common issues. Incorporate interactive elements such as role-playing scenarios or Q&A sessions to enhance audience participation. Conclude with a strong call-to-action, encouraging the team to prioritize customer satisfaction.

The customer service PowerPoint for free download enables you to present strategies, training modules, or behavioral patterns that must keep impressing your customers. It is also ideal for educational purposes as well. For example, common design trends can be used to illustrate six elements of a theory or thesis defense. Customer service teams, managers and executives, trainers, teachers, and business owners can use this template to illustrate different materials on the customer service ppt design.

The free customer service slide for PowerPoint shows a human character in the center delivering his voice. The presenters can add their messages to the surrounding text areas which will give a brief look to the points. Communicate your service excellence with our free customer service PowerPoint template.

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Customer service excellence powerpoint presentation slides

Enhance your business skills by using this Customer Service Excellence PowerPoint Presentation Slides. With the help of the service excellence model PowerPoint presentation template, a company can record the client’s feedback for their products and services. There is a specific criterion based on the positive and negative reviews from the consumer, which you can mention by using our professionally designed user satisfaction PowerPoint presentation deck. This consumer satisfaction PPT comprises a total of 16 slides that helps in creating an exclusive presentation. The client support PPT includes exclusive diagrams and high-quality icons Showcase the various key features like measuring service quality, providing a consistent level of buyer feedback, visibility of service status, and many more using digital customer journey PowerPoint presentation visuals. You can create a graph of purchasers' ratings. This helps your organization to measure the productivity level. Therefore, download this ready-to-use ERP PowerPoint presentation deck and value the reviews of your users. You have improved upon your ability to communicate. Demonstrate your skills with our Customer Service Excellence Powerpoint Presentation Slides.

Customer service excellence powerpoint presentation slides

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PowerPoint presentation slides

Presenting this set of slides with name - Customer Service Excellence Powerpoint Presentation Slides. We bring to you to the point topic specific slides with apt research and understanding. Putting forth our PPT deck comprises of sixteen slides. Our tailor made Customer Service Excellence Powerpoint Presentation Slides editable presentation deck assists planners to segment and expound the topic with brevity. We provide a ready to use deck with all sorts of relevant topics subtopics templates, charts and graphs, overviews, analysis templates. Outline all the important aspects without any hassle. Can be converted into various formats like PDF, JPG, and PNG. It is available in both standard and widescreen.

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  • Business Slides , Flat Designs , Concepts and Shapes , Complete Decks , All Decks , Customer Service , General , Customer Service
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Content of this Powerpoint Presentation

In research after research, customer service has emerged as the key area that makes or breaks businesses. Yet, there appears to be resistance to expanding this division or using it to help customers get over any hesitation in using products and services.

Excellent service is linked to both customer perception and customer expectation. Service excellence is a step-by-step process and our template explains it well here.    

Disney and Apple are two major examples of global corporations taking customer service as a revenue center, and setting new benchmarks in the field. For instance, Disney’s HEARD framework ensures that customers are always their first priority in terms of level and quality of service. 

Customer satisfaction and repeat purchases are the end-result, when customer service excellence. 

At SlideTeam, we recognize the importance of spreading the word about customer service excellence to all stakeholders, and ensure implementation. Hence, we have curated templates that incorporate all tenets and principles of customer service excellence onto a complete deck. 

Delivering excellent customer service requires a process to create an impact. Find the DNA of the process here. 

The idea is to ensure the business saves time, money it would have otherwise spent on creating a PPT Presentation. You also want to avoid the tedium for your employees and want them to focus on actual customer service excellence implementation next. 

Even better, each of the templates is 100% editable and customizable, meaning that you get the starting point, the structure of how to design the presentation. You also get the capability to tailor each presentation to the unique audience profile you want to address. 

Let’s explore!

Template 1 Customer Service Excellence Understanding What Goes into The Creation of this Culture  

how to do a presentation on customer service

Use this slide to list key ways in which businesses can achieve customer service excellence. This Table of Contents PPT Template provides as the first prescription and understanding of responses to bad and good customer service. Then, the slide depicts preferred communication channels for world-class service and building a service excellence pyramid. 

Template 2 Response to bad and good service from customers 

how to do a presentation on customer service

Customer service cuts both ways, be it excellence or bad levels of execution from a business. This PPT Template showcases how bad service leads to the customer not conducting business, while also warning friends and family to an equal degree. Good service leads to continued business and additional customers. Other behaviors include negative or positive online reviews and corresponding responses to surveys. The idea is to pledge to provide only good service as part of customer excellence. Bad service is costly in terms of increasing the customer acquisition cost. 

Template 3 Building a Service Excellence Pyramid for Customers 

how to do a presentation on customer service

This PPT Template showcases how businesses can go from just meeting customer expectations to creating customer joy through surprisingly excellent and warm service. The four-level service excellence pyramid in the slide depicts core value and proposition at the lowest level, in the absence of which businesses cannot expect customers to come to them. Complaint management, individual service, and surprising service are the following three levels. The aim is to ensure memorable service with attention to detail. 

Template 4 Service Excellence Model in Customer Service

how to do a presentation on customer service

Achieving customer delight is the goal of businesses and this requires the fusion of operational, strategic, innovation and cultural parameters. This PPT Template showcases the action points to be taken to ensure synergies and complete the circle of nine actionable steps that go into outstanding customer experiences. It starts with better designing and documentation of customer experience. Its culmination is into the use of performance indicators and metrics across all departments vis-a-vis customer focus.  

Template 5 Key Ways to Achieve Customer Service Excellence 

how to do a presentation on customer service

These are the six golden tactics or actions of customer service that create excellent customer service. Initially, the focus has to be to ensure successful measuring of service quality to continually improve customer service. Once this is done, it has to be maintained at a consistently good level, with all customer-facing professionals equipped with relevant knowledge. Finally, going beyond the basic level of service has to be a mantra ingrained across all your customer service professionals. 

Template 6 Preferred Communication Channels for Customer Service 

how to do a presentation on customer service

With the customer categorized into major categories, such as millennials, GenX and baby-boomers, use this PPT Template to study which channel of communication they are most comfortable with. For instance, for someone not wanting to hold the phone, email is the preferred mode for customer service executives. This slide covers at least six channels for businesses and the bar graph gives a clear picture of which customer should be contacted on what platform.    

Template 7 Meeting Expectations and Avoiding Pitfalls in Customer Service 

how to do a presentation on customer service

This slide on customer service excellence speaks about avoiding pitfalls and meeting expectations of the users of your products and services. Here, offering consistent channel experience is the key. In any case, should your processes ask the customer to repeat the same thing, first on phone, then on email and so on. Proactive engagement to resolve the issue needs to be adopted with care, and packaged as such. A common pitfall to avoid is the use of too much technology, when a simple call would suffix. 

NO CUSTOMER, NO BUSINESS

When you have customers liking your company, then is the time to be at your best, and ensure these never go away. It costs nearly double to acquire a new customer than to retain those happy ones, with little gifts of your appreciation. These may be coupons, a dinner or anything, but prove your sensitivity to customer needs and your desire to have them happy. Demonstrate this attitude with customer service and see the business get on the fast-track to growth and profitability. 

PS Get hold of the best-in-class customer service excellence model here.

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Customer Service Team Review Sample Of Ppt Presentation

Customer Service Team Review Sample Of Ppt Presentation

This is a customer service team review sample of ppt presentation. This is a one stage process. The stages in this process are customer churn, customer review, customer satisfaction, customer experience, consumer experience, service recovery, customer engagement, service excellence, service quality, customer support, demand chain, automated attendant, sales process, support automation.

Customer Service Review Ppt PowerPoint Presentation Complete Deck With Slides

Customer Service Review Ppt PowerPoint Presentation Complete Deck With Slides

This is a customer service review ppt powerpoint presentation complete deck with slides. This is a one stage process. The stages in this process are customer, service, review, satisfaction, business.

Ultimate Guide To Improve Customer Support And Services Ppt PowerPoint Presentation Complete Deck With Slides

Ultimate Guide To Improve Customer Support And Services Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Service Agent Performance Improvement Strategy Ppt PowerPoint Presentation Complete Deck With Slides

Customer Service Agent Performance Improvement Strategy Ppt PowerPoint Presentation Complete Deck With Slides

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Comprehensive Guide For Enhancing Performance Of Customer Service Center Ppt PowerPoint Presentation Complete Deck With Slides

Comprehensive Guide For Enhancing Performance Of Customer Service Center Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Support Services Optimization Strategies Ppt PowerPoint Presentation Complete Deck With Slides

Customer Support Services Optimization Strategies Ppt PowerPoint Presentation Complete Deck With Slides

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Strategies To Improve Customer Support Services Ppt PowerPoint Presentation Complete Deck With Slides

Strategies To Improve Customer Support Services Ppt PowerPoint Presentation Complete Deck With Slides

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Increasing Customer Loyalty With After Sales Service Strategies Ppt PowerPoint Presentation Complete Deck With Slides

Increasing Customer Loyalty With After Sales Service Strategies Ppt PowerPoint Presentation Complete Deck With Slides

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Enhancing Logistics Customer Service Ppt PowerPoint Presentation Complete Deck With Slides

Enhancing Logistics Customer Service Ppt PowerPoint Presentation Complete Deck With Slides

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Boosting Customer Base Through Effective Customer Service Optimization Ppt PowerPoint Presentation Complete Deck With Slides

Boosting Customer Base Through Effective Customer Service Optimization Ppt PowerPoint Presentation Complete Deck With Slides

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Enhanced Customer Banking Experience With Mobile Financial Services Ppt PowerPoint Presentation Complete Deck With Slides

Enhanced Customer Banking Experience With Mobile Financial Services Ppt PowerPoint Presentation Complete Deck With Slides

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Enhancing Client Engagement By Optimizing Customer Service Ppt PowerPoint Presentation Complete Deck With Slides

Enhancing Client Engagement By Optimizing Customer Service Ppt PowerPoint Presentation Complete Deck With Slides

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Optimizing Customer Service Operations To Enhance Workplace Productivity With Technology Complete Deck

Optimizing Customer Service Operations To Enhance Workplace Productivity With Technology Complete Deck

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Customer Service Plan To Improve Sales Ppt PowerPoint Presentation Complete Deck With Slides

Customer Service Plan To Improve Sales Ppt PowerPoint Presentation Complete Deck With Slides

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Implementing Digital Customer Service To Transform Processes Ppt PowerPoint Presentation Complete Deck With Slides

Implementing Digital Customer Service To Transform Processes Ppt PowerPoint Presentation Complete Deck With Slides

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Upselling Technique For Additional Product Or Service Sale To Existing Customer Ppt PowerPoint Presentation Complete Deck With Slides

Upselling Technique For Additional Product Or Service Sale To Existing Customer Ppt PowerPoint Presentation Complete Deck With Slides

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Revolutionizing Customer Service Through Digital Transformation Ppt PowerPoint Presentation Complete Deck With Slides

Revolutionizing Customer Service Through Digital Transformation Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Support Services Company Profile Ppt PowerPoint Presentation Complete Deck With Slides

Customer Support Services Company Profile Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Service Center Proposal Example Document Report Doc Pdf Ppt

Customer Service Center Proposal Example Document Report Doc Pdf Ppt

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How To Create A Customer Experience CX Strategy For Business Services Ppt PowerPoint Presentation Complete Deck With Slides

How To Create A Customer Experience CX Strategy For Business Services Ppt PowerPoint Presentation Complete Deck With Slides

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Customized Painting Service Proposal Example Document Report Doc Pdf Ppt

Customized Painting Service Proposal Example Document Report Doc Pdf Ppt

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Distribution Structure Customer Service Accounting Ppt PowerPoint Presentation Complete Deck With Slides

Distribution Structure Customer Service Accounting Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Service Enhancement Techniques Ppt PowerPoint Presentation Complete Deck With Slides

Customer Service Enhancement Techniques Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Service Performance Evaluation Ppt PowerPoint Presentation Complete Deck With Slides

Customer Service Performance Evaluation Ppt PowerPoint Presentation Complete Deck With Slides

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Strategic Plan For Customer Service Ppt PowerPoint Presentation Complete Deck With Slides

Strategic Plan For Customer Service Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Service Metrics Ppt PowerPoint Presentation Complete With Slides

Customer Service Metrics Ppt PowerPoint Presentation Complete With Slides

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Customer Service Lifecycle Ppt PowerPoint Presentation Complete Deck With Slides

Customer Service Lifecycle Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Service Process Flow Chart Ppt PowerPoint Presentation Complete Deck With Slides

Customer Service Process Flow Chart Ppt PowerPoint Presentation Complete Deck With Slides

This is a customer service process flow chart ppt powerpoint presentation complete deck with slides. This is a one stage process. The stages in this process are business, management, marketing.

Customer Communication Service Plan Ppt PowerPoint Presentation Complete Deck With Slides

Customer Communication Service Plan Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Service Quality Ppt PowerPoint Presentation Complete Deck With Slides

Customer Service Quality Ppt PowerPoint Presentation Complete Deck With Slides

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Telephonic Business Conversation Communication Customer Service Ppt PowerPoint Presentation Complete Deck

Telephonic Business Conversation Communication Customer Service Ppt PowerPoint Presentation Complete Deck

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Customer Service Communication Ppt PowerPoint Presentation Complete Deck With Slides

Customer Service Communication Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Service Capability Ppt PowerPoint Presentation Complete Deck

Customer Service Capability Ppt PowerPoint Presentation Complete Deck

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Customer Satisfaction Rating Meter Feedback Rating Scale Sale Services Excellent Ppt PowerPoint Presentation Complete Deck

Customer Satisfaction Rating Meter Feedback Rating Scale Sale Services Excellent Ppt PowerPoint Presentation Complete Deck

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Financial Service Customers Insurance Banking Ppt PowerPoint Presentation Complete Deck

Financial Service Customers Insurance Banking Ppt PowerPoint Presentation Complete Deck

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PIMS Model Market Strategy Customer Service Ppt PowerPoint Presentation Complete Deck

PIMS Model Market Strategy Customer Service Ppt PowerPoint Presentation Complete Deck

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Customer Support Icon Business Executive Support Service Ppt PowerPoint Presentation Complete Deck

Customer Support Icon Business Executive Support Service Ppt PowerPoint Presentation Complete Deck

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Client Assistance Process Customer Service Process Flow Ppt PowerPoint Presentation Complete Deck

Client Assistance Process Customer Service Process Flow Ppt PowerPoint Presentation Complete Deck

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Service Level Agreement Icons Service Provider Customer Support Ppt PowerPoint Presentation Complete Deck

Service Level Agreement Icons Service Provider Customer Support Ppt PowerPoint Presentation Complete Deck

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End Of Service Gain Cost Customer Ppt PowerPoint Presentation Complete Deck

End Of Service Gain Cost Customer Ppt PowerPoint Presentation Complete Deck

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Online Conversation Customer Service Work Instructions Ppt PowerPoint Presentation Complete Deck

Online Conversation Customer Service Work Instructions Ppt PowerPoint Presentation Complete Deck

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Disapproval Icon Customer Service Ppt PowerPoint Presentation Complete Deck

Disapproval Icon Customer Service Ppt PowerPoint Presentation Complete Deck

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Online Customer Service Tactics Ppt PowerPoint Presentation Complete Deck With Slides

Online Customer Service Tactics Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Service Lifecycle Retail Banking Ppt PowerPoint Presentation Complete Deck With Slides

Customer Service Lifecycle Retail Banking Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Service PPT Training Department Ppt PowerPoint Presentation Complete Deck With Slides

Customer Service PPT Training Department Ppt PowerPoint Presentation Complete Deck With Slides

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Customer Service Representative Icon Ppt PowerPoint Presentation Complete Deck With Slides

Customer Service Representative Icon Ppt PowerPoint Presentation Complete Deck With Slides

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Five W Customer Service Process Ppt PowerPoint Presentation Complete Deck

Five W Customer Service Process Ppt PowerPoint Presentation Complete Deck

Improve your presentation delivery using this five w customer service process ppt powerpoint presentation complete deck. Support your business vision and objectives using this well-structured PPT deck. This template offers a great starting point for delivering beautifully designed presentations on the topic of your choice. Comprising twelve slides this professionally designed template is all you need to host discussion and meetings with collaborators. Each slide is self-explanatory and equipped with high-quality graphics that can be adjusted to your needs. Therefore, you will face no difficulty in portraying your desired content using this PPT slideshow. This PowerPoint slideshow contains every important element that you need for a great pitch. It is not only editable but also available for immediate download and utilization. The color, font size, background, shapes everything can be modified to create your unique presentation layout. Therefore, download it now.

Poor Standard Quality Service Customer Ppt PowerPoint Presentation Complete Deck

Poor Standard Quality Service Customer Ppt PowerPoint Presentation Complete Deck

Presenting this set of slides with name poor standard quality service customer ppt powerpoint presentation complete deck. The topics discussed in these slides are quality service, customer, bad review, thumbs down, unhappy customer. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Building Loyalty With Value Added Services Manufacturing Customer Financial Ppt PowerPoint Presentation Complete Deck

Building Loyalty With Value Added Services Manufacturing Customer Financial Ppt PowerPoint Presentation Complete Deck

Presenting this set of slides with name building loyalty with value added services manufacturing customer financial ppt powerpoint presentation complete deck. The topics discussed in these slides are manufacturing, customer, financial, product, quality. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Proposal For Training Customer Service Agent Example Document Report Doc Pdf Ppt

Proposal For Training Customer Service Agent Example Document Report Doc Pdf Ppt

Heres a predesigned Proposal For Training Customer Service Agent Example Document Report Doc Pdf Ppt for you. Built on extensive research and analysis, this one complete deck has all the center pieces of your specific requirements. This temple exudes brilliance and professionalism. Being completely editable, you can make changes to suit your purpose. Get this Proposal For Training Customer Service Agent Example Document Report Doc Pdf Ppt A4 One pager now.

Interviews Icon Marketing Customer Service Ppt PowerPoint Presentation Complete Deck

Interviews Icon Marketing Customer Service Ppt PowerPoint Presentation Complete Deck

This interviews icon marketing customer service ppt powerpoint presentation complete deck acts as backup support for your ideas, vision, thoughts, etc. Use it to present a thorough understanding of the topic. This PPT slideshow can be utilized for both in-house and outside presentations depending upon your needs and business demands. Entailing ten slides with a consistent design and theme, this template will make a solid use case. As it is intuitively designed, it suits every business vertical and industry. All you have to do is make a few tweaks in the content or any other component to design unique presentations. The biggest advantage of this complete deck is that it can be personalized multiple times once downloaded. The color, design, shapes, and other elements are free to modify to add personal touches. You can also insert your logo design in this PPT layout. Therefore a well-thought and crafted presentation can be delivered with ease and precision by downloading this interviews icon marketing customer service ppt powerpoint presentation complete deck PPT slideshow.

Human Resource Customer Service Ppt PowerPoint Presentation Complete With Slides

Human Resource Customer Service Ppt PowerPoint Presentation Complete With Slides

Boost your confidence and team morale with this well-structured Human Resource Customer Service Ppt PowerPoint Presentation Complete With Slides. This prefabricated set gives a voice to your presentation because of its well-researched content and graphics. Our experts have added all the components very carefully, thus helping you deliver great presentations with a single click. Not only that, it contains a set of ten slides that are designed using the right visuals, graphics, etc. Various topics can be discussed, and effective brainstorming sessions can be conducted using the wide variety of slides added in this complete deck. Apart from this, our PPT design contains clear instructions to help you restructure your presentations and create multiple variations. The color, format, design anything can be modified as deemed fit by the user. Not only this, it is available for immediate download. So, grab it now.

Customer Service On Different Social Networks Example Presentation Slides

Customer Service On Different Social Networks Example Presentation Slides

This is a customer service on different social networks example presentation slides. This is a one stage process. The stages in this process are social network, content, people, share, friends, group, feedback, community, like.

Customer Service Field Service Ppt Slides

Customer Service Field Service Ppt Slides

This is a customer service field service ppt slides. This is a four stage process. The stages in this process are field service, sales force automation, marketing automation, customer service.

Financial Service Customer Experience Ppt Powerpoint Slide Backgrounds

Financial Service Customer Experience Ppt Powerpoint Slide Backgrounds

This is a financial service customer experience ppt powerpoint slide backgrounds. This is a five stage process. The stages in this process are customer insight, customer centric, customer intelligence, customer satisfaction, brand loyalty.

Marketing And Customer Service Teams Ppt Example

Marketing And Customer Service Teams Ppt Example

This is a marketing and customer service teams ppt example. This is a ten stage process. The stages in this process are marketing director, marketing and customer service teams, website development team, manage customer communications, meet customer needs, after initial design, monthly survey of customers, market research debt, develop website specification, marketing actions success factors, marketing director.

Customer Field Services Ppt Examples

Customer Field Services Ppt Examples

This is a customer field services ppt examples. This is a five stage process. The stages in this process are customer field services, various system, call center management, contact management software, document production.

Customer Service Assessment Powerpoint Slides Background

Customer Service Assessment Powerpoint Slides Background

This is a customer service assessment powerpoint slides background. This is a four stage process. The stages in this process are customer engagement programs, marketing and sales training, customer service assessment, complaints handling.

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Customer Service Presentation Template

Use this presentation template to share key statistics and findings of your customer service surveys..

The color scheme of this template grabs the reader’s attention. Using visual aids greatly improves the readability of your content and keeps the readers engaged.

You can use this template to share customer service tips and tricks, onboard new employees and teach them the dos and don’ts, or remind the seasoned workers of company policies.

  • Change colors, fonts and more to fit your branding
  • Access free, built-in design assets or upload your own
  • Visualize data with customizable charts and widgets
  • Add animation, interactivity, audio, video and links
  • Download in PDF, PPTX, MP4 and HTML5 format
  • Share online with a link or embed on your website

Help your employees become even better customer service representatives with this stunning template, or browse through the other beautiful templates we offer at Visme for more design ideas.

Edit this template with our  Presentation Software

Template Specifications

17 Slides, 1366 x 768 pixels – 16:9 Aspect Ratio (HD Presentation Quality)

Customizable

This template can be fully customized. You can edit content, change image(s), apply custom colors, input your own fonts and logo, and more.

Download as a PDF to share with your recipient or generate a shareable link for online sharing.

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Marketing is all about communication, yes - but it's also about making the best possible impression on your target audience. What you're saying is important, but how you choose to say it is equally so. You can only make one first impression, so you'd better make it the best one that you can - and now, thanks to Visme's presentation templates, it's easier than ever to do precisely that.

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Customer Success Presentations: How to Create Decks That Will Wow Your Customers and Drive Upsell and Retention

Customer Success Presentations: How to Create Decks That Will Wow Your Customers and Drive Upsell and Retention

In a world where experience often is just as important as results, customer satisfaction is no longer enough to find success in an increasingly competitive market. Instead, the focus has turned toward customer success. According to Forrester Research, 72 percent of businesses now say that improving customer success is their top priority.

What is customer success? Let’s start with what it isn’t. Unlike customer satisfaction, customer success is not a measure of how well a product or service meets customer expectations.

Customer success occurs when client expectations are met through their interactions with a company. They might love a product but despise the customer experience, which definitely can impact repeat business.

In fact, a Zendesk report found that 96 percent of customers are likely to change their behavior after a bad customer experience, including 59 percent who said they would stop buying from the company. Perhaps even more concerning, 39 percent said their buying behavior would remain changed more than two years after the negative incident.

“The focus is on all of the interactions your customer has with your company; starting at the earliest touchpoints of marketing and sales, moving through closing and onboarding, and continuing through their entire lifecycle with you,” wrote customer success consultant Lincoln Murphy, author of, “Customer Success Book.”

As a result of its increased importance, customer success strategies have become a primary focus among businesses large and small. In what ways can the company increase its customer success rates to sell more and reduce churn? Then, what is the best way to communicate this all-important strategy to internal and external clients?

Want to design a stellar customer success presentation? Wondering how to best present a customer success strategy? Check out the following five ways to create decks that will wow your customers, drive upsell and boost retention:

1. Create a consistent experience

It’s no secret that any business wants its customers to be satisfied with their experience. Without satisfied customers, no company will meet success— and it’s not enough to provide a positive experience part of the time. 

A customer often will form their opinion of a company based on their worst experiences, even if they are few and far between. Since 60 percent of customers told Salesforce that inconsistent experiences were enough for them to switch brands, consistent satisfaction and positive experiences are necessary for true customer success.

Likewise, the strategies featured in effective customer success presentation examples must consistently support a primary goal. Even inexperienced presentation designers can create a consistent slide deck by starting off with one of Beautiful.ai’s various presentation templates , already curated by our skilled artists to support all sorts of goals and objectives.

2. Make it personal

Customers want to feel valued, and therefore personalizing every interaction is key to customer success. What does that customer hope to get from the company? Satisfying someone else’s goals won’t improve the relationship with any customer. Likewise, be sure that your customer success story presentation speaks to a variety of customer expectations.

Of course, if you’re spending time catering your message to a variety of customers, you’ll want to ensure you aren’t wasting time communicating with people who are unlikely to be your customers regardless of their experiences. After all, a company that sells largely to a teen market would be wasting valuable time and resources customizing its strategies to satisfy Baby Boomer expectations.

3. Include social proof

Long before Facebook was a mere glint in Mark Zuckerberg’s eye, before Tom had us picking our top friends for Myspace, even before the phrase, “social media” meant anything, back when the Internet was still like something from science fiction, social proof was an enormous buying factor among most consumers. 

If you don’t recall hearing much about it, just replace it with customer testimonials and word-of-mouth advertising. Potential customers might not believe what a salesperson or an advertiser has to say, but they are more likely to listen to fellow consumers tell of their own experiences.

Including positive customer experiences in your customer success story presentation will support your strategies and reinforce your message. The folks at Beautiful.ai know the value of social proof, and therefore have provided users with a customizable Quotation Template among our smart slides . The template is perfect for showcasing customer feedback and fostering trust among potential clients.

4. Identify milestones along the journey

Customer success is about the entire journey, not only the final scene. Therefore, identifying the milestones a customer meets along the way is another key element of customer success. Likewise, effective customer success presentation examples should also feature milestones clients have met along the way. If the customer’s journey is not yet complete, also identify the milestones yet to come.

Since people instinctively respond to storytelling, present the milestones in a story of the customer experience journey. For ideas on how best to present a variety of customer milestones within a storytelling format, reference Beautiful.ai’s library of presentation templates , designed with the perfect slides for practically any purpose.

5. Illustrate your data

Most people will agree that numbers typically don’t lie. It’s no wonder, then, that hard data is powerfully persuasive among consumers. It’s not enough to present the results of a subjective customer satisfaction survey. Qualitative data that supports customer success includes key performance indicators such as repeat sales, increased sales, customer acquisition costs and email engagement— metrics based on real numbers, not opinions.

At the same time, it’s commonly known that bombarding presentation audiences with a series of statistics is a great way to put people to sleep. Instead, make the numbers come to life and truly tell the story of the company’s customer success plan by placing them within engaging infographics . 

Don’t become overwhelmed at the prospect of designing a series of colorful and informative charts and graphs, either. Beautiful.ai’s PowerPoint-alternative presentation software features a host of infographics among our library of smart slides . Just enter your data and watch our AI-powered software create the perfect infographics, including bar graphs , pie charts , flow charts , timelines , pictograms and so many more.

Samantha Pratt Lile

Samantha Pratt Lile

Samantha is an independent journalist, editor, blogger and content manager. Examples of her published work can be found at sites including the Huffington Post, Thrive Global, and Buzzfeed.

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How to improve customer satisfaction in a powerpoint presentation.

Are you struggling to keep your audience engaged during PowerPoint presentations? Do you want to leave a lasting impression on your clients? Look no further, as this article will guide you on how to improve customer satisfaction in your presentations, leading to increased interest and better results.

What Is Customer Satisfaction?

Customer satisfaction refers to the level of satisfaction a person feels after using a product or service. It encompasses the customer’s perception of the value received in relation to their expectations. Factors such as product quality, service delivery, and overall customer experience contribute to customer satisfaction. Understanding what customer satisfaction is is essential for businesses to identify areas for improvement and maintain customer loyalty.

Why Is Customer Satisfaction Important?

Customer satisfaction is vital for the success of any business. When customers are satisfied, they are more likely to return, refer others, and leave positive reviews. This, in turn, can lead to increased loyalty and a higher customer lifetime value. It is also crucial to understand the importance of customer satisfaction in order to identify areas for improvement and improve overall business performance.

How Does Customer Satisfaction Affect Business?

  • Customer Retention: Satisfied customers are likely to remain loyal, leading to repeat purchases and long-term relationships.
  • Positive Word of Mouth: Happy customers act as brand advocates, attracting new customers through recommendations and positive reviews.
  • Increased Profits: Satisfied customers contribute to higher sales, enhanced brand reputation, and reduced marketing costs.
  • Reduced Churn Rate: High customer satisfaction lowers the likelihood of customers switching to competitors, thus reducing churn rate.

To understand the impact of customer satisfaction on business, it is important to consider how it affects various aspects such as customer retention, positive word of mouth, increased profits, and reduced churn rate. To achieve these benefits, businesses should focus on consistent quality, exceptional service, competitive pricing, and continuous improvement based on customer feedback.

What Are the Factors That Influence Customer Satisfaction?

When it comes to customer satisfaction, there are various factors that can greatly influence a customer’s perception of a product or service. In this section, we will discuss the key elements that can impact customer satisfaction and how they play a role in creating a positive customer experience. From the quality of the product or service to the level of customer service, we will uncover the different factors that businesses must consider in order to improve customer satisfaction.

1. Quality of Product/Service

  • Conduct market research to gain insight into customer needs and expectations regarding the quality of our products and services.
  • Implement quality control measures to maintain consistency and reliability in our offerings.
  • Train employees to provide high-quality service and effectively address any product-related inquiries.
  • Solicit feedback and reviews from customers to identify areas for improvement in our product and service quality.
  • Regularly update and innovate our products and services based on customer feedback and industry trends, ensuring the highest level of quality.

In a similar approach, a local bakery improved the quality of their products by sourcing organic ingredients, resulting in a significant increase in customer satisfaction and loyalty.

2. Customer Service

  • Train your staff to be empathetic and attentive towards customers.
  • Implement a system for swift resolution of customer issues.
  • Establish clear communication channels for efficient customer support.
  • Personalize the customer experience to build strong relationships.
  • Solicit and take action on customer feedback for continual improvement of services.

In 1909, Harry Gordon Selfridge, an American retail magnate, revolutionized the concept of customer service by introducing the motto ‘ The customer is always right ‘ at his department store in London. This set a new standard for businesses to prioritize the needs and satisfaction of their customers.

  • Understand market pricing and customer expectations.
  • Offer transparent pricing with no hidden costs.
  • Provide value through competitive pricing strategies, taking into account the crucial factor of 3. price.
  • Implement loyalty programs or discounts for returning customers.
  • Regularly review pricing strategies to stay competitive and profitable, keeping in mind the importance of 3. price in influencing customer satisfaction and purchase decisions.

Did you know that 3. price is a crucial factor influencing customer satisfaction and purchase decisions?

4. Brand Reputation

Brand reputation is crucial when it comes to customer satisfaction. A positive brand image, based on reliability and trust, promotes customer loyalty and contentment. When a brand consistently follows through on its promises, customers are more likely to support the brand and remain satisfied with their experiences.

In 1985, Coca-Cola introduced New Coke , which received significant backlash due to its altered taste. This had a negative impact on the brand’s reputation, resulting in customer dissatisfaction and a decline in sales.

5. Convenience

  • Location: Ensure convenient access to your products or services through multiple channels and extended opening hours.
  • Communication: Provide clear and concise information about your offerings, policies, and procedures to make things more convenient for customers.
  • Technology: Implement user-friendly online platforms and mobile apps for seamless transactions and interactions, adding to the convenience factor.
  • Feedback: Act on customer feedback to streamline processes and enhance overall convenience.

In the early 20th century, the introduction of self-service supermarkets revolutionized convenience for shoppers, allowing them to independently browse and select items, reshaping the retail landscape.

How Can You Measure Customer Satisfaction?

In order to improve customer satisfaction, it is important to have a way to measure it. This section will discuss various methods for gauging customer satisfaction, including surveys, Net Promoter Score (NPS), and customer feedback. By utilizing these tools, you can gain valuable insights into the level of satisfaction your customers have with your products or services, and make necessary improvements to enhance their overall experience.

  • Establish the objectives of the survey and identify the specific information that you wish to collect.
  • Create clear and concise questions that align with the objectives.
  • Choose the most suitable survey method, whether it be phone, email, or online platforms.
  • Take into account the timing and frequency of the survey to ensure accurate feedback is captured.
  • Analyze and interpret the survey data to pinpoint areas that can be improved upon.

2. Net Promoter Score

  • Understand Net Promoter Score (NPS): Familiarize yourself with the NPS system and its scale from 0 to 10, which is used to measure customer loyalty and satisfaction.
  • Survey Implementation: Utilize NPS surveys to gather customer feedback by asking the ‘likelihood to recommend’ question.
  • Segment Responses: Categorize responses into promoters, passives, and detractors based on their rating.
  • Analyze and Act: Regularly analyze NPS results and take action to enhance customer satisfaction, with a focus on detractors in order to convert them into promoters.
  • Continuous Improvement: Use NPS as a continuous improvement tool, tracking changes in scores over time.

3. Customer Feedback

Customer feedback , a crucial component of ensuring customer satisfaction, can be gathered through a variety of channels including surveys, online reviews, and direct communication.

How to Improve Customer Satisfaction in a PowerPoint Presentation?

When giving a PowerPoint presentation, it is important to not only convey information but also engage and satisfy your audience. In this section, we will discuss five key strategies for improving customer satisfaction in a PowerPoint presentation. From understanding your audience to using visual aids and incorporating a call to action, these techniques will help you create a memorable and effective presentation that leaves your audience feeling satisfied and informed.

1. Know Your Audience

  • Evaluate the demographics, interests, and knowledge level of your audience.
  • Understand the needs, preferences, and expectations of your audience.
  • Adapt the content, tone, and delivery method to resonate with your audience.
  • Anticipate potential questions or concerns and address them proactively.
  • Ensure the presentation aligns with the audience’s objectives and values.

2. Use Visual Aids

  • Utilize high-quality images and graphics to enhance understanding and retention.
  • Include charts and graphs to effectively present data and statistics.
  • Incorporate videos or animations to engage and illustrate complex concepts.

When creating a PowerPoint presentation on improving customer satisfaction, visual aids play a crucial role in capturing and maintaining audience attention.

3. Tell a Story

  • Craft a narrative with a beginning, middle, and end to illustrate a customer’s journey.
  • Personalize the story by incorporating relatable characters or situations.
  • Highlight challenges faced by the customer and how your product/service resolved them.
  • Use visuals to enhance the storytelling experience and evoke emotions.
  • End with a satisfying resolution that emphasizes the positive impact of customer satisfaction.

To captivate your audience, infuse your presentation with engaging anecdotes and captivating storytelling techniques, ensuring a memorable and impactful delivery.

4. Use Data and Statistics

Utilizing data and statistics is essential for improving customer satisfaction. By analyzing customer feedback, purchase patterns, and demographic information, businesses can identify areas for improvement.

For example, tracking customer service response times and resolution rates can reveal operational inefficiencies. Additionally, utilizing statistical models can help predict customer behavior and personalize offerings.

Presenting these insights in a PowerPoint presentation can effectively demonstrate the impact of data-driven strategies on customer satisfaction.

5. Include a Call to Action

  • Evaluate the desired action: Determine what specific action you want your audience to take.
  • Create a sense of urgency: Encourage immediate action by setting a deadline or offering limited-time promotions.
  • Provide clear instructions: Clearly outline the steps your audience needs to take to fulfill the call to action.
  • Use compelling language: Use persuasive and compelling language to motivate your audience to act.
  • Offer incentives: Provide incentives to encourage your audience to respond to the call to action, such as discounts or free trials.

In 2007, during the launch of the iPhone, Apple included a call to action in their marketing campaign, urging customers to ‘Experience the iPhone today at your nearest Apple Store.’ This call to action prompted a surge in customer engagement and sales.

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Table of Content

How to deliver a successful client presentation.

Enrique Roth

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How to deliver a successful client presentation

Table of Contents

Our compass for how to constantly deliver value to customers is none other than the desired outcome . In more practical terms, our client presentations are the first step in navigating our client towards the road to success.

This is one of your most important assets you will have as a CSM . A structured, well-built presentation for any customer lifecycle stage is the enabler of showcasing clear value to your customers.

In this article, I share best practices and tips on how to build killer client presentations for any stage in the customer lifecycle.

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Build a Client Presentation Checklist

When I build a presentation, I always make sure to go over the following items — to guarantee that its content is complete and comprehensive.

  • Know your audience & stakeholders - This is one of the most important things to keep in mind when building a presentation. Effective presentations can’t be built without knowing which people will be in the room, and who the ultimate decision-makers are.  Mapping out the people attending the meeting — both on the clients’ side and on the vendor side clarifies your understanding of the material you should include. This should cover important subject matters for the stakeholders so that you can captivate your customers with a clear and powerful presentation.
  • Identify the presentation goal - Every presentation will serve a different purpose within the customer lifecycle, so identifying your presentation’s goal is imperative to its successful delivery. For example, a kickoff meeting’s main goal could be to “showcase the first perception of value”. A QBR/EBR goal, however, would be to “showcase milestones & goals achieved using your product”, and so on. Pinpointing your presentation’s main goal lets you dig deeper into the details and key items that will fulfill the presentation’s goal in the clearest and most impactful way.
  • Identifying the Key Items - These items will be included in the presentation’s agenda. Same as the presentation, the purpose of your chosen key items is to exhibit your product’s added value and help you achieve the presentation goal. Let’s say you are building your product’s basic training presentation with the goal to teach the customers how to use its basic features. The key items in the presentation would then include those exact features; their added value per use case, which you can even show using your customer’s real data or dashboard. This conclusive list of key presentation items facilitates the next step: building your presentation template and slowly compiling its parts. You can now start connecting the dots that create an impressive narrative; delivering a clear message whose value permeates each presentation slide.  Each slide should tell a brief story (in a few words alone) that helps your value proposition resonate among your audience by the meeting conclusion.  The more value your customers derive from each presentation or meeting, the stronger the CSM-to-customer relationship becomes. Ultimately, you’ll be considered a key part of their success: the strategic advisor within your company.

Build your story

You’ve now mapped out your audience, with a clear definition of the meeting goal and your presentation’s key items. The last step is to design a presentation sequence and flow that will maintain audience interest during the meeting, each slide telling its own story. 

By the time you’ve finished presenting, you’ll have achieved the presentation’s goal and by presenting valuable insights to your customers that will keep them eagerly waiting for your next presentation and the information you’ll provide.

Create client presentation templates

how to do a presentation on customer service

Presentation templates are a key part of scaling your customer success capabilities. Templates are more than a time-saver: they also allow you to focus more on improving presentation deliverables, based on your customers’ feedback, industry, and feature preference. 

Some templates vary according to product needs (for example, product training & setup). However, for kickoff meetings, ongoing meetings, and QBR/EBRs, I maintain the same structure and tailor it according to customer background and the product at hand.

Here are some templates you can use:

Kickoff Meeting

how to do a presentation on customer service

This is one of the customer lifecycle’s most important stages; where your customers see your product differentiation and value. 

Here you will present the project scope and timeline, and work with your customer to identify their desired outcome and success plan.

  • Agenda - Always have an agenda in place, preferably share this agenda the moment you send the calendar invite
  • Your Team - Who will be the key stakeholders within your company (CSM, support, sales, etc.)? Make sure to add the contact details and explain the best communication method for each stakeholder
  • About Your Compan - This part of the presentation is your opportunity to ask key questions to your customer in order to better understand their expectations, objectives, and desired outcome
  • Onboarding Overview - In this section, you will present your onboarding plan to the customer, make sure you give important context on what does each stage mean and what will they achieve as they progress, and how much more value they will get from your product once they have been fully onboarded
  • Key Opportunities - If you did your due diligence, you might have a few examples of how your product can add immediate value to your customer. The best approach is to present use-cases that have a direct impact on your customer’s business outcomes
  • Q&A - Leave a few minutes to answer any questions they have about the product/onboarding/anything else
  • "Next Steps" - Momentum is key, so make sure the next steps are clear action items that will get your customer closer to the next milestone

Ongoing Meeting

how to do a presentation on customer service

Now that you’ve completed customer onboarding , your focus shifts towards the desired outcome and executing the defined action items within the success plan. 

Depending on the client, you may want to have this type of meeting on a bi-weekly/monthly basis.

  • Open Items - This is intended for a status update for any open items related to your customer, show that you’re on top of things and that you’ll make sure these items are completed
  • Account Review - What progress has been made so far? Are we getting closer to important milestones? This is in context to the desired outcome and success plan
  • Opportunities - Are we using the product to its full potential or are there any available features that can help us get closer to the desired outcome.
  • Key Takeaways - This slide can be used to share your key recommendations and also emphasize key achievements, this will further position you as a strategic consultant to your customer. The key achievements can be anything that gets the customer closer to their desired outcome and closer to achieving the main objectives in their success plan. ‍

how to do a presentation on customer service

  • Executive Overview - The executive overview gives a quick picture and clear report of what has been achieved since the past QBR/EBR, so the rest of the presentation should tell the story of each individual achievement. In a few words, underscore the work set in place that led us to successful results.
  • Account Review - If the executive overview includes all of the achievements, this is where you can tell the story of how you obtained them and what the progress looked like.
  • Engagement Heat Map  - I personally like this one since it’s your opportunity to showcase your added value as an account CSM; emphasize how working together helped the customer reach their objectives. The idea is to account not only for the product’s added value, but for our knowledge and expertise as well.
  • Your Success Plan (Milestones) - This is probably the most important presentation slide. There’s no clearer way of proving value than by fulfilling your customer’s expectations and objectives. This is why defining your success plan with your customer is crucial, so that you’re both aligned on the plan’s key objectives, goals, milestones, etc.
  • “Looking Ahead” - This slide focuses on future plans: planning for the next Q and opportunities available for exploration. If there’s a renewal coming up, this is also the perfect time to discuss it and discuss their point of view. Don’t forget to update the success plan accordingly.

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Killer client presentations spell out added value

At the end of the day, like everything else in life, the more you practice, the better you’ll be. Building and delivering successful client presentations is all about that. Once you’ve found your secret sauce for delivering value through your presentations — take it up a notch and see how you can improve every deliverable.

Work closely with your customers, making sure you understand their challenges, objectives, and business goals. This empowers you to continuously provide added value to your customers and help them achieve their desired outcome.

Enrique Roth

Enrique has spent 7+ years in CS, account management and sales roles. Enrique is a staunch advocate of the value CSMs bring to organizations, and dedicates his content to sharing inspirational knowledge and experience with budding CSMs.

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How to Structure Customer Service Calls to Boost Satisfaction and Sales

  • Jonah Berger,
  • Grant Packard

how to do a presentation on customer service

Researchers found that service agents yield better results when they use warm language to start and end conversations, focusing on problem-solving in the middle.

We all know from our experience as customers that the things that salespeople say in a conversation affects our feelings and choices. A new study showed that the timing of language matters as well. By analyzing tens of thousands of moments or turns in service calls, researchers found that service agents get better customer satisfaction and purchase volume if they use warmer language at the start and finish of their interaction with a customer. Contrary to some common practices where a problem-solving mode is used right away, the results suggest that employees should use words that show competence only in the middle of a customer conversation.

Language plays a key role in almost every marketplace interaction. It’s how salespeople talk to prospects, leaders talk to teams, and customer service agents talk to customers. Recently, firms have been measuring and optimizing their language to manage the customer experience , automate service , and help make business decisions .

how to do a presentation on customer service

  • Jonah Berger is a professor at the Wharton School of the University of Pennsylvania and the author of Magic Words: What to Say to Get Your Way (Harper Business, 2023).
  • Yang Li is an associate professor of marketing at the Cheung Kong Graduate School of Business in Beijing, China.

Grant Packard is an associate professor of marketing at the Schulich School of Business at York University in Toronto, Canada.

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  1. [Updated 2023] 30 Best Customer Service PowerPoint Templates For

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  3. [Updated 2023] 30 Best Customer Service PowerPoint Templates For

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COMMENTS

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    Design and graphical elements. Before designing your presentation, look for customer service presentation ideas online. Standardize styles, positions, and colors. Keep the details to a minimum and only include essential information. Use colors that complement and contrast. Keep the presentation background consistent.

  2. [Updated 2023] 30 Best Customer Service PowerPoint Templates For

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  22. How to Deliver a Successful Client Presentation| EverAfter

    Download Presentation Templates. Now that you've completed customer onboarding, your focus shifts towards the desired outcome and executing the defined action items within the success plan. Depending on the client, you may want to have this type of meeting on a bi-weekly/monthly basis. Agenda. Open Items - This is intended for a status update ...

  23. How to Structure Customer Service Calls to Boost Satisfaction and Sales

    We all know from our experience as customers that the things that salespeople say in a conversation affects our feelings and choices. A new study showed that the timing of language matters as well ...